Financial News, Analysis and Data, FNArena

FNArena

Financial News, Analysis and Data

Online financial media company focused on Australian equities, with a global perspective

Equity Bottom-Up

<ul><li>Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions</li></ul>

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

Rudi's View: Charter Hall, Droneshield, Pinnacle, WiseTech & More

Director, RaaS Research Group, Research as a Service (RaaS)

RaaS Research Group (RaaS)

Director, RaaS Research Group

Insightful Financial Models and Research Analysis

Research as a Service (RaaS)

Connect to the right investors through smart and insightful financial models and research analysis.

Thematic (Sector/Industry)

<ul><li>We have applied some screens to 15 ASX-listed retail stocks to determine which potentially present the best returns.</li><li>As a retail analyst in a former life, I have learnt two things about consumers: buyer fatigue and pent-up demand.</li><li>We saw online buyer fatigue post-Covid and we are arguably in a period that will lead to pent-up demand following the tightening of consumer belts in the current cost-of-living/interest rate environment.</li></ul>

We have applied some screens to 15 ASX-listed retail stocks to determine which potentially present the best returns.As a retail analyst in a former life, I have learnt two things about consumers: buyer fatigue and pent-up demand.We saw online buyer fatigue post-Covid and we are arguably in a period that will lead to pent-up demand following the tightening of consumer belts in the current cost-of-living/interest rate environment.

Mid-Cap Discretionary Retail Analysis -Screening for Best Recovery Plays

Australia

Premier Investments Ltd., through subsidiaries, retails clothing.  The Company retails name brand casual and business clothing for men and women, and stationery and storage products.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Premier Investments (PMV AU)

Rudi's View: Charter Hall, Droneshield, Pinnacle, WiseTech & More

Update on changes to and revisions of analysts' Best Ideas and Conviction Calls, as well as Model Portfolio compositions

FNArena

Mid-Cap Discretionary Retail Analysis -Screening for Best Recovery Plays

Investors may place more emphasis on one criteria over another but our analysis reveals (ASX:DSK), (ASX:UNI) and (ASX:NCK) tick the most boxes.

Research as a Service (RaaS)

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)